SW

SOA Wealth Advisors, LLC.

13F
SOA Wealth Advisors, LLC.
Last update 2025-04-14 882 Stocks (45 new)
Value $479.00 Mil Turnover 12 %
Countries:
Top Holdings: AAPL(10.44%)IWY(10.36%)VOO(4.88%)SPYV(3.46%)NVDA(2.79%)
Summary Stock Picks Current Portfolio
SOA Wealth Advisors, LLC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
269,615
50,003.0
+12.79%
10.440
+1.18%
0.000
+15.85%
-15.96%
3,135,776.7
Hardware
IWY
iShares Russell Top 200 Growth ETF
235,202
49,613.4
-20.88%
10.360
-2.69%
0.420
+29.60%
+5.13%
13,957.2
 
VOO
Vanguard S&P 500 ETF
45,485
23,375.4
-15.14%
4.880
-0.81%
0.000
+23.47%
+6.60%
651,674.4
 
SPYV
SPDR Portfolio S&P 500 Value ETF
324,274
16,560.7
+42.42%
3.460
+1.03%
0.070
+15.72%
+4.18%
26,967.4
 
NVDA
NVIDIA Corp
159,791
13,379.5
+32.87%
2.790
+0.69%
0.000
+62.08%
+17.85%
3,859,087.0
Semiconductors
MSFT
Microsoft Corp
126,800
13,091.4
+203.70%
2.730
+1.83%
0.000
+39.34%
+18.54%
3,699,325.7
Software
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
310,697
11,228.6
-1.97%
2.340
-0.04%
0.080
+22.36%
+19.96%
16,342.4
 
AMZN
Amazon.com Inc
78,106
10,962.3
+18.43%
2.290
+0.36%
0.000
+27.51%
+1.86%
2,372,436.3
Retail - Cyclical
DGRO
iShares Core Dividend Growth ETF
174,823
10,800.6
-1.36%
2.250
-0.03%
0.040
+15.80%
+5.62%
32,418.7
 
BRK.B
Berkshire Hathaway Inc
19,203
10,227.1
-19.11%
2.140
-0.38%
0.000
-2.52%
+5.46%
1,030,928.8
Insurance

SOA Wealth Advisors, LLC.'s Historical Top Holdings Breakdowns

SOA Wealth Advisors, LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWY
iShares Russell Top 200 Growth ETF
2025-03-31
Reduce
Reduce
-2.69%
●
210.19 ($230.05) 243.33
$246.81
7.29%
Reduce -20.88%
235,202
-62,088
MSFT
Microsoft Corp
2025-03-31
Add
Add
+1.83%
●
375.39 ($407.71) 447.2
$497.72
22.08%
Add 203.7%
126,800
85,048
AAPL
Apple Inc
2025-03-31
Add
Add
+1.18%
●
209.68 ($231.67) 247.1
$209.95
-9.38%
Add 12.79%
269,615
30,564
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+1.03%
●
49.78 ($51.86) 53.19
$52.83
1.87%
Add 42.42%
324,274
96,583
YSEP
FT Vest International Equity Moderate Buffer ETF -September
FT Vest International Equity Moderate Buffer ETF -September
2025-03-31
Add
Add
+0.89%
●
21.67 ($22.53) 23.2
$24.24
7.57%
Add 3089.59%
192,938
186,889
SUSA
MSCI USA ESG Select ETF
2025-03-31
Reduce
Reduce
-0.86%
●
113.22 ($121.24) 126.36
$127.04
4.78%
Reduce -74.62%
13,085
-38,469
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.81%
●
507.05 ($540.58) 563.67
$570.61
5.56%
Reduce -15.14%
45,485
-8,116
DSI
iShares ESG MSCI KLD 400 ETF
2025-03-31
Reduce
Reduce
-0.74%
●
101.98 ($109.1) 115.66
$116.61
6.88%
Reduce -74.19%
12,678
-36,437
VBR
Vanguard Small Cap Value ETF
2025-03-31
Add
Add
+0.74%
●
182.99 ($197.54) 207.75
$199.33
0.91%
Add 2221.97%
382,521
366,047
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.69%
●
106.98 ($126.74) 149.43
$158.24
24.85%
Add 32.87%
159,791
39,529

SOA Wealth Advisors, LLC. Total Holding History ($B)

To

SOA Wealth Advisors, LLC.'s Asset Allocation

To

SOA Wealth Advisors, LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SOA Wealth Advisors, LLC.'s Hypothetical Growth since 2025-03-31

SOA Wealth Advisors, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

SOA Wealth Advisors, LLC.'s Holdings Heat Map

Size field:

SOA Wealth Advisors, LLC.'s Holdings Bubble Chart

SOA Wealth Advisors, LLC. News

  • 1

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